Position in MSTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$782
-$341 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#831
of 863 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $2,086,368 across 13 Software - Application names. MSTR ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,025 | $1,125,348 | |
| 2 | ADSK |
Autodesk, Inc.
|
1,201 | $233,498 | |
| 3 | INTU |
Intuit Inc.
|
676 | $176,436 | |
| 4 | PAYX |
Paychex Inc
|
1,721 | $169,225 | |
| 5 | ADBE |
Adobe Inc.
|
695 | $142,488 | |
| 6 | CRM |
Salesforce, Inc.
|
886 | $138,799 | |
| 7 | ASUR |
Asure Software Inc
|
5,000 | $39,700 | |
| 8 | NOW |
ServiceNow, Inc.
|
205 | $20,352 |
All Filings in MSTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782 | 9 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,123 | 9 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,367 | 9 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,899 | 9 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||